Author's note: I present and update my best small-cap Busted IPO stock ideas only to subscribers of my exclusive marketplace, The Busted IPO Forum . Try a free 2-week trial today by clicking HERE .Shares of immunotherapy and vaccine concern ImmunityBio, Inc. (NASDAQ: IBRX ) are down nearly two-thirds over the past 18 months as cash needs forced dilution to the tune of 37%. Its IL-15 super-agonist fusion protein Anktiva isThe Busted IPO Forum is an investing group led by Bret Jensen, Chief Investment Strateg ...

Author's note: I present and update my best small-cap Busted IPO stock ideas only to subscribers of my exclusive marketplace, The Busted IPO Forum . Try a free 2-week trial today by clicking HERE .Shares of immunotherapy and vaccine concern ImmunityBio, Inc. (NASDAQ: IBRX ) are down nearly two-thirds over the past 18 months as cash needs forced dilution to the tune of 37%. Its IL-15 super-agonist fusion protein Anktiva isThe Busted IPO Forum is an investing group led by Bret Jensen, Chief Investment Strateg ...

We recently compiled a list of the 12 Healthcare Stocks with Insider Buying in 2025. ImmunityBio, Inc. is one of them. ImmunityBio, Inc. (NASDAQ:IBRX) is advancing its position as a leader in immunotherapy, focusing on cancer and immune disorders through its flagship therapy ANKTIVA®, which combines IL-15 superagonist N-803 with Bacillus Calmette-Guérin (BCG) for patients with non-muscle invasive bladder cancer (NMIBC) unresponsive to BCG. The company is also expanding ANKTIVA’s use across new indications ...

Group 1: Biotechnology Investment Overview - Investing in biotechnology stocks is complex due to the underlying science and high volatility, with double-digit price movements common [1] - Biotech stocks present a compelling risk-reward proposition for long-term investors willing to endure clinical trial phases [1] Group 2: Viking Therapeutics (VKTX) - Viking Therapeutics stock surged in 2024 due to the popularity of GLP-1 weight loss drugs but dropped over 40% in 2025, including a 20% decline after an August clinical trial update [3][4] - The clinical trial showed an average weight loss of 12.2% among patients, but concerns arose over a high dropout rate of 28% and the highest dosage results compared to competitors [4] - Analysts have set a consensus price target of $87.50 for VKTX, indicating a potential upside of 270% from current levels [4] Group 3: ImmunityBio (IBRX) - ImmunityBio stock increased by approximately 8.4% in 2025, primarily due to positive pilot study results for glioblastoma, where all five patients achieved 100% disease control [9][10] - ANKTIVA, the company's drug, received FDA approval for bladder cancer and is being tested for other cancers, HIV, and Long COVID, making it a promising immunotherapy candidate [10] - Analysts have a consensus price target of $10.75 for IBRX, suggesting a potential gain of over 280, but caution is advised as the stock is trading above its 200-day SMA with an RSI of 76 [11] Group 4: Maze Therapeutics (MAZE) - Maze Therapeutics stock has risen approximately 86% since its public trading began in February 2025, with analysts optimistic about further growth [14] - The company reported positive Phase 1 results for its lead candidate MZE782, which targets phenylketonuria (PKU) and chronic kidney disease (CKD), allowing progression to Phase 2 trials [15] - Analysts project a price target of $32.67 for MAZE, with the most bullish estimate at $50, indicating potential for significant growth [16]

Group 1 - ImmunityBio, Inc. (NASDAQ:IBRX) is recognized as one of the 12 best NASDAQ penny stocks to buy according to hedge funds, with a Buy rating reiterated by H.C. Wainwright and a price target set at $8 [1][2][3] - The company announced promising developments with its drug ANKTIVA for treating advanced non-small cell lung cancer (NSCLC), showing that 60% of patients experienced reversal from lymphopenia and 80% maintained an absolute lymphocyte count (ALC) above 1,200 cells/uL [2][3] - The Phase 2 study results indicate significant improvements in survival rates among lymphopenia survivors, suggesting that ANKTIVA's immune reconstitution approach may have broader applications across various tumor types [3] Group 2 - ImmunityBio is a commercial-stage biotechnology firm focused on developing next-generation therapies that enhance the natural immune system to combat cancers and infectious diseases [4]

Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, aimed at both novice and experienced investors [1] - The newsletter provides insights on key trends, catalysts driving valuations, product sales forecasts, and integrated financial statements for major pharmaceutical companies [1] - The author, Edmund Ingham, has over 5 years of experience in the biotech sector and has compiled detailed reports on more than 1,000 companies [1]

据新浪财经ESG评级中心，2025年08月26日，IBRX（IBRX.US）MSCI（明晟）ESG评级由BBB调降至 B。 点击查看更多企业ESG评级。 来源：ESG评级中心 ...

Core Insights - ImmunityBio reported a significant increase in revenue for Q2 2025, reaching $26.4 million, surpassing analyst expectations of $23.15 million, driven by strong sales of its immunotherapy product ANKTIVA [1][2] - The company narrowed its net loss per share to ($0.10), an improvement from the projected ($0.11) and a substantial reduction from ($0.20) a year prior, indicating better financial performance [1][2] Financial Performance - Revenue for Q2 2025 increased by 2,540% year-over-year from $1.0 million in Q2 2024 [2] - The GAAP revenue saw a 60% increase compared to Q1 2025, primarily due to rising sales of ANKTIVA for bladder cancer [5] - ANKTIVA unit sales surged 246% in the first half of 2025 compared to the second half of 2024, following the assignment of a J-code for easier reimbursement [5] - Research and Development expenses were reported at $52.4 million, reflecting the company's commitment to pipeline development [2] Business Focus and Strategy - ImmunityBio is focused on ramping up commercial sales of ANKTIVA for bladder cancer and expanding into global markets while investing in a diverse pipeline [4] - The company is pursuing regulatory approvals and maintaining robust sales growth for ANKTIVA, alongside advancing other product candidates into late-stage trials [4] - Recent regulatory developments include approval from the UK MHRA for ANKTIVA in BCG-unresponsive non-muscle invasive bladder cancer, while facing challenges from the FDA regarding a supplemental application [6] Pipeline Development - ImmunityBio launched a pivotal randomized trial for non-small cell lung cancer (NSCLC) combining its proprietary N-803 with BeOne Medicines' tislelizumab [7] - The company is expanding clinical trials into Europe and Asia and has received FDA support for its lymphopenia program [7] - Strategic collaborations with BeOne Medicines and the Serum Institute of India are enhancing manufacturing capabilities for bladder cancer therapies [8] Future Outlook - Management did not provide explicit guidance for the next quarter or fiscal 2025 but emphasized priorities around expanding ANKTIVA's market reach and advancing regulatory filings [9] - The company raised $80 million in equity in July 2025, which may extend its cash runway amid ongoing cash burn and fundraising needs [9][10]

Core Insights - ImmunityBio reported a quarterly loss of $0.1 per share, consistent with the Zacks Consensus Estimate, compared to a loss of $0.2 per share a year ago [1] - The company achieved revenues of $26.43 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 0.10%, and significantly up from $1.05 million year-over-year [2] - ImmunityBio shares have declined approximately 5.9% year-to-date, contrasting with the S&P 500's gain of 7.6% [3] Earnings Outlook - The earnings outlook for ImmunityBio is mixed, with the current consensus EPS estimate at -$0.10 on revenues of $27.17 million for the upcoming quarter, and -$0.45 on revenues of $96.77 million for the current fiscal year [7] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Medical - Biomedical and Genetics industry, to which ImmunityBio belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact ImmunityBio's stock performance [5]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37507 _____________________________________ IMMUNITYBIO, INC. (Exact name of registrant as specified in its ch ...